SIASUN(SZ:300024) Xin Hua She·2025-09-15 21:46Core Insights - The article discusses the advancements in humanoid robots, particularly focusing on the capabilities of the Galbot developed by Beijing Galaxy General Robotics Co., which can operate autonomously without remote control [2][3][6] - The key challenge in achieving true autonomy in robots lies in the quality and richness of data, which is essential for enhancing their cognitive abilities and adaptability [3][9][10] Group 1: Company Developments - Beijing Galaxy General Robotics has launched the world's first city-level humanoid robot demonstration zone, featuring an unmanned supermarket operated by robots [2] - The company has successfully implemented humanoid robots in various sectors, including industrial applications like assembly line handling and sorting, as well as retail, with plans to open 100 smart pharmacies nationwide by the end of the year [5][12] - The Galbot has achieved notable success in competitions, showcasing its advanced capabilities compared to other robots that often rely on pre-programmed sequences and remote control [2][5] Group 2: Technological Challenges - The transition from action intelligence to cognitive intelligence in robots is heavily dependent on the availability of high-quality data, which is crucial for improving their robustness and generalization capabilities [3][9] - The current landscape shows a division among robotics companies, with some focusing on showcasing impressive movements while others, like Galaxy General, prioritize practical applications in real-world scenarios [4][12] - The company emphasizes that achieving a commercial breakthrough in robotics will depend on identifying scalable applications that can be replicated across various environments [12] Group 3: Data and Model Development - High-quality synthetic data is deemed essential for training robots, with 99% of their capabilities potentially derived from such data, while only 1% requires real-world data collection [9][10] - The development of a closed-loop feedback model is critical for enabling robots to perform tasks autonomously across different scenarios, which Galaxy General is actively pursuing [6][7] - The company believes that the quality of data is more important than quantity, as diverse and representative data sets lead to more effective learning and adaptability in robots [10][11]